Franklin India Balanced Advantage Fund Direct · Growth
Fund vs NIFTY 50
Risk-adjusted performance metrics comparing this fund against its benchmark index across all available durations.
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Benchmark CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +0.70 | 0.59 | 59.0% | 54.5% | 0.3% | -5.2% |
| 3 Years | +4.54 | 0.50 | 54.1% | 44.3% | 11.0% | 6.5% |
| 5 Years | +2.47 | 0.49 | 53.3% | 43.8% | 8.7% | 6.0% |
| 7 Years | +0.77 | 0.49 | 53.3% | 43.8% | 6.1% | 4.2% |
| 10 Years | -0.47 | 0.49 | 53.3% | 43.8% | 4.3% | 2.9% |
| 12 Years | -0.95 | 0.49 | 53.3% | 43.8% | 3.5% | 2.4% |
| 15 Years | -1.43 | 0.49 | 53.3% | 43.8% | 2.8% | 1.9% |